Lyell Wealth Management’s Sanofi SNY Stock Holding History

Lyell Wealth Management’s Portfolio SNY Stock Details SNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,197	Closed	-$210K	–	198
2022 Q2	$210K	Hold	4,197	–	–	0.03%	182
2022 Q1	$215K	Buy	+4,197	New	+$217K	0.03%	189

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lyell Wealth Management's SNY Position: Q3 2022 in Review

Lyell Wealth Management sold out of Sanofi (SNY) in Q3 2022, closing a stake of 4,197 shares — an estimated $210K sold.

Lyell Wealth Management first reported a position in SNY in Q1 2022 and held it in 2 quarters. The position peaked at $215K in Q1 2022. 587 funds tracked by Wall St. Rank hold SNY as of Q3 2022.

Lyell Wealth Management reported no remaining Sanofi position as of Q3 2022 after selling out during the quarter.
Lyell Wealth Management sold 4,197 Sanofi shares in Q3 2022, an estimated $210K.
Lyell Wealth Management first reported a position in Sanofi in Q1 2022 and held it in 2 quarters.
Lyell Wealth Management's Sanofi position peaked at $215K in Q1 2022.
587 funds tracked by Wall St. Rank held Sanofi as of Q3 2022.

Based on Lyell Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.